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这周从重组预期,到高开低走,从16元杀到13.6元,很多股友都损失惨重。
我这波做 汇金股份 是从8月初,10元左右进来,经常做T,然后本周这几天一直在出。最后算是保住了40%的利润(最高的时候是65%)~~~~~
大家对汇金的重组一直抱有较大的期望。想象着重组进来...","type":"3","source_link":null,"edited_at":null,"user":{"subscribeable":false,"common_count":0,"remark":"","recommend_reason":null,"blog_description":"","stocks_count":83,"recommend":null,"st_color":"1","intro":null,"follow_me":false,"allow_all_stock":false,"stock_status_count":null,"domain":"supeili","type":"1","verified":false,"profile":"/supeili","friends_count":85,"province":"北京","city":"海淀区","gender":"n","status_count":1267,"last_status_id":352406393,"verified_description":"","verified_type":0,"step":"three","followers_count":2274,"screen_name":"北京苏州街","location":"","description":"。","id":7103952439,"url":"","status":0,"following":false,"blocking":false,"donate_count":0,"name":"","verified_infos":null,"group_ids":null,"verified_realname":false,"name_pinyin":null,"screenname_pinyin":null,"photo_domain":"//xavatar.imedao.com/","live_info":{},"profile_image_url":"community/202310/1699236528702-1699236528846.png,community/202310/1699236528702-1699236528846.png!180x180.png,community/202310/1699236528702-1699236528846.png!50x50.png,community/202310/1699236528702-1699236528846.png!30x30.png"},"retweeted_status":null,"answers":null,"rqtype":null,"rqid":0,"target":"/7103952439/350975047","fragment":null,"blocked":false,"blocking":false,"topic_pic":null,"topic_symbol":null,"topic_title":null,"topic_desc":null,"donate_count":0,"donate_snowcoin":0,"liked":false,"view_count":0,"weixin_retweet_count":0,"mark":0,"card":null,"favorited":false,"favorited_created_at":null,"offer":null,"score":null,"controversial":false,"fundxHold":null,"tips":null,"stockCorrelation":["SZ300368","BK0527","BK2426","BK1498","BK1580","CSIH30590"],"timeBefore":"09-04 15:37","canEdit":true,"expend":true,"reward":true,"firstImg":null,"rawTitle":"音乐停下来你将离场,我也只能这样~~~~~~~~","tagStr":"","longTextForIOS":false,"topic_pic_thumbnail_small":null,"topic_pic_thumbnail":null,"topic_pic_headOrPad":null,"tagsForWeb":";SZ300368","reply_count":15,"meta_keywords":"{\"post_position\":\"pc_home_primary\",\"ip_location\":\"北京\",\"stockCorrelation\":\"SZ300368_BK0527_BK2426_BK1498_BK1580_CSIH30590\",\"stockList\":\"SZ300368_11,BK0527_81,BK2426_35,BK1498_8,BK1580_8,CSIH30590_26\"}","paid_mention":null,"reward_count":0,"reward_amount":0,"reward_user_count":0,"talk_count":0,"like_count":11,"video_info":null,"quote_cards":null,"promotion_pic":null,"promotion_url":null,"promotion_id":0,"mark_desc":null,"pic_sizes":[],"cover_pic_size":null,"order_id":0,"tags":[],"status_industry":null,"excellent_comments":[],"notice_tag":null,"common_emotion":null,"current_stock_price":null,"new_card":null,"source_deep_link":null,"source_feed":false,"editable":true,"like_config":null,"title_ad_pic":null,"title_ad_url":null,"title_ad_deep_link":null,"answer_comment":null,"answer_count":0,"answer_users":null,"bonus_screen_name":null,"fundx_tag":null,"extend_st_feed_info":{"stock_event_time":0,"stock_event_type":null,"change_event_color":null,"is_future_event":false,"stock_event_id":null,"stock_event_message":null,"original_text_length":549,"disputed_status":false,"excellent_status":"false"},"stock_list":[{"symbol":"SZ300368","type":"11"},{"symbol":"BK0527","type":"81"},{"symbol":"BK2426","type":"35"},{"symbol":"BK1498","type":"8"},{"symbol":"BK1580","type":"8"},{"symbol":"CSIH30590","type":"26"}],"reply_user_images":null,"reply_user_count":0,"fundx_symbol":null,"hot_new_rank":null,"image_info_list":null,"extend_st_home_page":{"ip_location":"北京","st_mention_stock_count":1,"ai_card":null,"ai_status":false},"vod_info":null,"forbidden_retweet":false,"pic":"","recommend_cards":null,"text":"
这周从重组预期,到高开低走,从16元杀到13.6元,很多股友都损失惨重。
我这波做汇金股份是从8月初,10元左右进来,经常做T,然后本周这几天一直在出。最后算是保住了40%的利润(最高的时候是65%)~~~~~
大家对汇金的重组一直抱有较大的期望。想象着重组进来有想象力的资产。但是上周末推出的重组风电公司的预告,看来大家是不认可的,所以很多人走了。
我之前也说过,风电公司不是好标的,但是对于保壳来说很重要,因为它的利润好,收购后可以保证25年扣非利润为正,避免再次ST。而大家喜欢的互信,机器人,稳定币,AI这些资产估值很高,但往往都是亏钱货,汇金股份在生存与估值的选择中先选择了生存。
这是很现实的选择。
接下来汇金股份怎么走?个人判断可能要有一波较长时间的调整了。至少会到60日线,然后走一个圆弧底,才有可能再涨起来。当然中信金资一直是隐形的二股东。等购买了风电资产后,明年还会不会装入更好的资产,那就是另外一个故事了。
我很喜欢汇金股份,但是到了现在,我的性格不喜欢在这里耗着,只能先卖掉你了~~~小金金未来我们有缘再会~~~~~!
这里想用王菲的《旋木》歌词来纪念这两个月来做汇金的经历:
旋转的木马没有翅膀
但却能够带着你到处飞翔
音乐停下来你将离场
我也只能这样